Tareno
10 min
tareno is a swiss based asset management platform offering portfolio management and investment advisory services integrating tareno with make com enables automated client onboarding, portfolio updates, and compliance reporting between tareno and other financial or crm systems this is ai generated content based on official tareno documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact tareno https //tareno co/help center directly requirements to use the tareno app in make, you must have an active account and access to the api key, create your account on tareno https //tareno co/ for subscription, refer to the tareno pricing page https //tareno co/ connect tareno and to get started, you must first create a connection between tareno and , allowing the two services to communicate obtain your api key in your tareno account create the connection in make obtain your api key in your tareno account before you create the connection in , you should first obtain your api key in your tareno account to obtain your api key navigate to settings > api click create api key enter a descriptive name for the api key copy the api key when it appears on screen you will use this value while creating a connection in because the ui might have changed, the steps you see on your screen might be different, check the vendor documentation for updates https //tareno co/resources/help/account/create and manage api keys create the connection in account https //www make com/en/register , add the tareno module to your , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your tareno account or follow the on screen instructions to create the connection for detailed information on connecting an application, see connect an application docid\ so88fm6pkt0g adkddfzz page tareno modules after connecting to the tareno app, you can choose from a list of available modules to build your delete post removes a specific scheduled post from your tareno account list accounts retrieves a list of all social media accounts currently linked to your profile make an api call executes a custom, authorized api request to the tareno api, allowing you to interact with any available tareno endpoint publish post creates and shares a new post instantly on your selected social media account schedule post allows you to create and schedule a social media post to be published at a specific future date and time, taking into account your selected timezone templates you can look for more templates in make's template gallery https //www make com/en/templates , where you'll find thousands of pre created tareno resources you can have access to more resources related to this app on the following links tareno topics on make community https //community make com/search?q=tarenotareno website https //tareno co/tareno api documentation https //tareno co/tareno page on make https //www make com/en/integrations/tareno